又一批绩优基金经理二季报披露：关注大消费、专精特新、新质生产力等方向

Group 1 - The human-robot and innovative drug sectors are gaining market attention this year, with a strong outlook for innovative drugs in the second half of the year, characterized by high certainty and significant potential [1] - Domestic innovative drug companies are expected to leverage excellent clinical data, ongoing product internationalization, and commercialization to achieve better performance [1] - The upgrade of Chinese innovative drugs is seen as a necessary evolution rather than an option, with companies that possess hard technology and can continuously create clinical value likely to succeed [1] Group 2 - There is strong confidence in the potential of Chinese companies within the global AI wave, focusing on five core investment areas: AI infrastructure, AI applications, domestic AI supply chain, intelligent robotics and autonomous driving, and edge AI [1] - AI is viewed not just as a branch of technology but as a structural force driving the next round of global economic growth, representing a high-certainty and high-growth potential sector [1] Group 3 - As the largest carbon emitter globally, China is under pressure to meet carbon reduction commitments, while also being the largest manufacturing country, making manufacturing upgrades crucial for high-quality development [1] - The integration of manufacturing with artificial intelligence and low-carbon initiatives is seen as a vital path for technological innovation and investment opportunities [1] - Key areas for technological upgrades in Chinese manufacturing include solid-state batteries, perovskite photovoltaics, flying cars, autonomous driving, green data centers, and robotics [1] Group 4 - Future focus will continue on four directions: opportunities in the consumer sector, industries likely to benefit from stable growth expectations, national security and domestic substitution in specialized sectors, and high-tech manufacturing related to new productivity [1]